+303.6%
JBL vs ONTO
+124.4%
+179.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.1% |
| 7D | +6.3% | +17.5% | -11.2% | -0.3% |
| 30D | -13.5% | -15.7% | +2.2% | -8.5% |
| 3M | -31.3% | -39.7% | +8.4% | -18.0% |
| 6M | -28.4% | -26.5% | -2.0% | -22.6% |
| YTD | +11.6% | +29.0% | -17.4% | -2.8% |
| 1Y | +26.1% | +57.0% | -30.8% | +2.0% |
| 3Y | +97.4% | +50.0% | +47.4% | +43.8% |
| All | +303.6% | +124.4% | +179.3% | +121.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling